Householder Group Estate & Retirement Specialist, LLC Proshares Tr S&P Midcap 400 Di Transaction History

Householder Group Estate & Retirement Specialist, LLC

$134 Million
Q4 2024

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	BUY	$72.52 - $82.35 $72 - $82	1 Added 0.53%	189 $15,000
Q1 2024 May 03, 2024	BUY	$71.24 - $78.56 $71 - $78	1 Added 0.53%	188 $14,000
Q4 2023 Jan 23, 2024	BUY	$63.72 - $74.22 $127 - $148	2 Added 1.08%	187 $13,000
Q3 2023 Oct 10, 2023	BUY	$66.59 - $73.45 $66 - $73	1 Added 0.54%	185 $12,000
Q1 2023 Apr 13, 2023	BUY	$67.41 - $76.42 $12,403 - $14,061	184 New	184 $13,000
Q3 2022 Oct 11, 2022	BUY	$64.43 - $74.92 $11,661 - $13,560	181 New	181 $11,000

Others Institutions Holding REGL

# of Institutions

222

Shares Held

13.6M

Call Options Held

Put Options Held

Coldstream Capital Management Inc

2.35M
Shares

$194 Million
4.19% of portfolio
Morgan Stanley New York, NY

2.31M
Shares

$191 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

806K
Shares

$66.7 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

648K
Shares

$53.7 Million
0.02% of portfolio
Northwestern Mutual Wealth Management CO

582K
Shares

$48.2 Million
0.04% of portfolio

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About PROSHARES TR S&P MIDCAP 400 DI

Ticker REGL
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